CRM for consulting and professional services firms

From intro call to signed SOW, without a spreadsheet on the side.

Consulting sales are a conversation, then a discovery call, then a scope and a statement of work with a number on it. The SOW sits with the client for a while. The fields that matter are the engagement value, when it would start, which service line it is, and who referred it, because referrals are most of the pipeline.

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What the copilot builds for you

• Pipeline stages: Intro → Discovery → Scoping → SOW sent → Negotiation → Signed → Lost
• Fields you track: Engagement value · Estimated start date · Service line · Referred by
• Follow-up rule: SOW out for 7 days with no answer: create a follow-up task.
• Saved view: SOWs awaiting signature.

Works with

• Moments and gifts (new): birthdays and life events on each contact, and a gift through your florist, Loop & Tie or Sendoso that you approve before it goes.
• Your phone system (new): calls from Aircall, Dialpad, Quo, JustCall, RingCentral or GoTo Connect land on the contact and the deal, and click-to-call works through Twilio Voice, Aircall or Dialpad.

Say it in your own words

We start with an intro conversation, then a discovery call, then write a scope and an SOW with a fee. Clients review, sometimes negotiate scope, then sign. We track engagement value, start date, service line and referrer.

That is the whole setup. The Open CRM proposes the stages, fields, rule and view above as checkboxes; tick what fits and it is built. Open source (AGPL-3.0), free to start, hosted from $15 a seat.

Compare

• HubSpot alternative for teams that just need the CRM
• Salesforce alternative you can change yourself
• Pipedrive alternative with more room to grow
• Zoho CRM alternative that is one tool, not fifty
• Turn your spreadsheet into a real CRM
• Custom CRM without building a custom CRM

Built for your kind of business

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• CRM for nonprofit fundraising

The Open CRM · Pricing · CRM decision checklist · Source on GitHub (AGPL-3.0) · Terms · Privacy